+147.9%
GOOG vs HOOD
+221.3%
-73.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.7% |
| 7D | -2.1% | +17.1% | -19.3% | -4.5% |
| 30D | -6.8% | +31.6% | -38.4% | -10.9% |
| 3M | -9.1% | +38.2% | -47.3% | -14.0% |
| 6M | +10.7% | +48.5% | -37.8% | +2.8% |
| YTD | +7.1% | +8.0% | -0.9% | +3.4% |
| 1Y | +44.6% | +18.7% | +26.0% | +36.0% |
| 3Y | +147.4% | +999.1% | -851.7% | +60.3% |
| 5Y | +133.8% | +181.7% | -47.9% | +48.6% |
| All | +147.9% | +221.3% | -73.4% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HOOD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling